|
1
|
Penserra Capital Management
Orinda,
California
|
$15.3M
|
+$1.14M
|
+70,137
|
+7%
|
|
|
2
|
Pathstone Holdings
Englewood,
New Jersey
|
$13.6M
|
+$15M
|
+925,631
|
New
|
|
|
3
|
|
$13.4M
|
–
|
–
|
–
|
|
|
4
|
Evergreen Capital Management
Bellevue,
Washington
|
$12.5M
|
+$786K
|
+48,415
|
+6%
|
|
|
5
|
EP Wealth Advisors
Torrance,
California
|
$12.3M
|
-$3.47M
|
-213,378
|
-20%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.63M
|
-$931K
|
-57,293
|
-9%
|
|
|
7
|
|
$8.48M
|
+$1.31M
|
+80,530
|
+16%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$7.44M
|
-$1.05M
|
-64,596
|
-11%
|
|
|
9
|
Truffle Hound Capital
Bethesda,
Maryland
|
$7.36M
|
+$8.12M
|
+500,000
|
New
|
|
|
10
|
Terril Brothers
St. Louis,
Missouri
|
$4.13M
|
-$14.9K
|
-916
|
-0.3%
|
|
|
11
|
Shaker Financial Services
Arlington,
Virginia
|
$3.26M
|
+$3.08M
|
+189,585
|
+639%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.08M
|
-$149K
|
-9,150
|
-4%
|
|
|
13
|
|
$2.79M
|
-$2.22M
|
-136,531
|
-42%
|
|
|
14
|
Rareview Capital
Las Vegas,
Nevada
|
$2.51M
|
+$42.2K
|
+2,600
|
+2%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$2.5M
|
+$824K
|
+50,736
|
+43%
|
|
|
16
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$2.46M
|
–
|
–
|
–
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.17M
|
-$2.24M
|
-137,826
|
-48%
|
|
|
18
|
The Family Firm
Bethesda,
Maryland
|
$1.86M
|
-$6.68K
|
-411
|
-0.3%
|
|
|
19
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.57M
|
–
|
–
|
–
|
|
|
20
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$1.49M
|
+$188K
|
+11,596
|
+13%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$1.28M
|
-$472K
|
-29,056
|
-25%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$1.23M
|
+$24.1K
|
+1,485
|
+2%
|
|
|
23
|
Raymond James Financial
St Petersburg,
Florida
|
$1.21M
|
+$1.34M
|
+82,358
|
New
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.13M
|
+$1.25M
|
+76,823
|
New
|
|
|
25
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$1.03M
|
-$172K
|
-10,608
|
-13%
|
|
